Membership card generation, printing.

Integrated Billing for cards printed

Card printer queue management

System generates member numbers and suffixes

Enable moving a dependant from one family to another, or to be a stand-alone.

All the claims that the member had will follow that particular member, regardless of changes in family or plan

Old membership numbers retained

Users can search for members by:

·         Member number

·         Old member number

·         National ID

·         Name, surname

·         Employment number

·         File/account number

Additional dependants can be added using a file upload.

New members can be added using a file upload

Date-driven membership status design:

·         The user does not have to calculate the actual member status (active, waiting period, et.c)

·         The user only captures the events which occur to the membership according to instructions from the client and the system uses this to determine status at time of treatment.

The system uses the table above for mapping and thus determining what status the member is in at a specific date. This is also dependant on the status of the principal member.· A member is changed to another plan by capturing a ‘Joined’ event to the new plan.

The system uses the table above for mapping and thus determining what status the member is in at a specific date. This is also dependent on the status of the principal member.

· A member is changed to another plan by capturing a ‘Joined’ event to the new plan.

The system automatically calculates the waiting period depending on whether late-joiner or regular-joiner.

Billing:

·         The system can generate bills for all member for a specific period

·         The bills can be generated going back into the past

·         The system checks to ensure a member does not get 2 bills for the same month

·         Produces corporate invoice

·         The bill picks up and includes miscellaneous charges such as printed cards

Archiving and viewing of scanned documents against each member’s electronic file, with an emailing and printing option.

Scanned documents will be tagged to indicate their content and type.

Archiving and opening audio and video attachments to each member’s file

Uploading member signature and photo

Printing member confirmation letter

Customizable data pages: this is a feature which enables an unlimited set of information about each member to be captured, with provision for different data types (text, numeric, drop-down). These can be customized without recourse to additional programming work.

Storage of banking details

Storage of agent/commission contract details for each member – where applicable

Receipting of individual member payment

Generating billing statement per member

Generating claiming statement per member

An audit trail which shows every successive snapshot of a member record as changes are done over time. This cannot be edited or deleted.

Viewing a benefits summary which shows current usage levels for ALL the benefits which the member is eligible for at a given date.

SCHEME/FUND MANAGEMENT

All the schemes/funds/companies are managed using this feature.

Corporate receipts are made from this window

Any monthly fixed charges per member are configured from this window

Benefit limits for the whole fund can be set as global, annual or monthly

Member numbering can be set here in terms of prefix and number range.

If the particular scheme is restricted to specific providers, these providers are listed using this feature